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How Mutual Fund Software Supports PMS With USD-Based Entries

  PMS data entry has always been a core part of an MFD’s back-office work. But until recently, everything had to be entered only in INR — even when clients invested in products denominated in foreign currency. Now, with USD-based PMS entries supported directly inside your  mutual fund software , managing such investments becomes far easier, cleaner, and more accurate. This small update solves a big pain point and opens the door to better reporting, better transparency, and better portfolio tracking. Let’s break down what this really means for you and your clients. Why USD-Based PMS Entry Matters? Many high-value investors today diversify across borders. Some hold PMS products, private arrangements, or alternative investments where values are recorded in USD. Earlier, you had to convert every value manually into INR just to enter it into the system. This led to: ●    Confusion during reporting ●    Exchange rate mismatches ●    Errors in calculatio...
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Does Mutual Fund Software for Distributors provide Alternative Investments like P2P in 2023?


The first quarter of FY 2024 was not so good for the MF industry. AMFI data shows that only 6.64 lakh investors join the MF industry in April-June 2023 as against 16.34 lakh investors in April-June 2022. It shows that new investors have declined drastically. The possible reasons are:

  • All-time high markets
  • A pause in B30 incentives

What is the solution to this problem?

Focus on other asset classes such as P2P investments. But what are P2P investments? Why P2P lending? And What are its benefits? All these questions will be answered in this blog.

What is P2P Lending?

Peer-to-peer (P2P) lending refers to a platform that facilitates lending directly from individuals to other individuals, or businesses, without a traditional financial institution as an intermediary. Borrowers submit loan applications to the P2P platform, and individual investors can choose to fund portions of the loans based on the borrower's risk profile and loan terms. 

Why P2P Lending?

P2P lending provides an alternative investment option for investors seeking higher returns than traditional savings accounts or bonds. Studies have shown that P2P loans can yield annual returns in the 8-12% range, compared to just 1-2% for savings accounts. The peer-to-peer model also allows borrowers to access capital at potentially lower interest rates than traditional bank loans.

Benefits for Mutual Fund Distributors

Integrating a P2P lending platform into your mutual fund software for distributors can help you:

- Offer clients an alternative investment class with the potential for higher returns 

- Generate new revenue streams through platform fees and commissions

- Enhance your value proposition by providing holistic financial solutions 

- Improve client stickiness and satisfaction by expanding your product offerings

Conclusion

As competition heats up in the mutual fund distribution space, alternative investments like P2P lending can help set your business apart. By integrating a reputable P2P lending platform into your mutual fund software, you can provide your clients with a new earning opportunity while also generating new revenue streams and diversifying your product offerings. This can strengthen your position as a trusted financial advisor and help you acquire and retain clients in the long run.

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